Work:
Riverbend Wealth Management
Founder
Riverbend Wealth Management
Founder and Chief Executive Officer
Riverbend Wealth Managemnt
Founder
Wealth Management
Merrill Lynch
Wealth Management Advisor, First Vice President
Education:
College of Charleston 1991 - 1996
Bachelors, Economics, Biology, Chemistry
Skills:
Customized Wealth Planning, Family Financial Advisor, Family Wealth Transfer, Risk Management Strategies, Estate and Retirement Planning Services, Corporate Retirement Plans, Series 7, Portfolio Management, Wealth Management, Investments, Fixed Annuities, Saving For Education, Retirement, Retirement Planning, Estate Planning, 401K, Asset Allocation, Finance, Insurance, Investment Strategies, Strategic Financial Planning, Asset Management, Customer Service, Financial Advisory, Investment Advisory, Mortgage Lending, Mutual Funds, Financial Planning
Interests:
Skiing
Reading
Tennis
Golf
Travel
Hunting
Fishing
Playing With His Son Elliott
Certifications:
Certified Financial Planner
Certified Investment Management Analyst
Certified Plan Fiduciary Advisor
Chartered Retirement Planning Counselor
Personal Investment Advisor
Certified Financial Planner Board of Standards
Investment Management Consultants Association